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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2851
Pathway Financial Advisors
Vermont
$570K +$99.3K +305 +23%
RB
2852
Renasant Bank
Mississippi
$569K -$95.1K -292 -15%
SAS
2853
Stelac Advisory Services
New York
$569K -$86.6K -266 -14%
NCM
2854
New Capital Management
Texas
$569K – – –
EBA
2855
Eagle Bay Advisors
New York
$568K -$154K -472 -23%
CWP
2856
Curated Wealth Partners
California
$567K +$9.44K +29 +2%
WP
2857
WMS Partners
Maryland
$567K -$364K -1,117 -41%
GWP
2858
Gateway Wealth Partners
Wisconsin
$567K -$30.6K -94 -6%
ACM
2859
Aljian Capital Management
Nevada
$566K – – –
RIM
2860
Rockbridge Investment Management
New York
$566K -$3.26K -10 -0.6%
KFS
2861
Kaizen Financial Strategies
California
$566K +$191K +586 +58%
SDH
2862
Sloy Dahl & Holst
Washington
$565K -$53.7K -165 -9%
TAM
2863
Tucker Asset Management
Colorado
$565K -$17.9K -55 -3%
WFAG
2864
Worth Financial Advisory Group
North Carolina
$564K -$8.47K -26 -2%
FL
2865
Fort LP
Maryland
$564K -$156K -480 -23%
ANBT
2866
American National Bank & Trust
Texas
$563K +$8.14K +25 +2%
RW
2867
REDW Wealth
New Mexico
$562K – – –
KCFA
2868
Key Client Fiduciary Advisors
New Jersey
$560K -$21.8K -67 -4%
CCA
2869
Cora Capital Advisors
New Jersey
$560K +$5.54K +17 +1%
KIG
2870
Kennedy Investment Group
New Jersey
$560K +$15K +46 +3%
GCIA
2871
Gabelli & Co Investment Advisers
New York
$559K -$6.51K -20 -1%
HFP
2872
Holistic Financial Partners
Indiana
$557K +$34.2K +105 +7%
BPFA
2873
Barnes Pettey Financial Advisors
Mississippi
$556K -$10.7K -33 -2%
OW
2874
Olistico Wealth
Oklahoma
$556K +$66.4K +204 +15%
KA
2875
Kure Advisory
Minnesota
$555K -$33.2K -102 -6%
113 114
115
116 117